LSC

Leading Securities Company Portfolio holdings

AUM $4.74M
1-Year Est. Return 67.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.4M
3
+$1.71M
4
ATAT icon
Atour Lifestyle Holdings
ATAT
+$1.4M
5
LU icon
Lufax Holding
LU
+$529K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 52.71%
2 Financials 47.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 45.8%
+2,075,330
2
$13.5M 43.94%
+139,370
3
$1.4M 4.55%
+52,089
4
$1.3M 4.22%
+1,073,081
5
$458K 1.49%
+191,460